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Growth & acquisition Case 10 / 11 Live

Lead Integrity.

Know which leads were really worked. Staff clear their lists the fastest way, not the truest — so a lead can look handled when no one ever reached the patient. This checks every "done" against things no one can fake — a real connected call, an actual booking, a clear opt-out — so you always know which leads got genuine effort, and your lead quality keeps climbing instead of being guessed at. Running on live data since June 2026.

Know what's real
every "done" has to be proven, not just claimed
Nothing fakeable
a real call, a real booking, or a clear opt-out
Always checking
re-checks every lead, around the clock
Quality that holds
the standard stays even as staff come and go
The problem

A clean-looking list while real leads slip away.

Staff clear their lists whatever way is fastest — not by whether the patient was actually reached. When someone marks a lead done, the system used to take that at face value. So a lead could close even though no one ever connected with the patient, booked them, or got a clear opt-out. The list looks spotless; real follow-ups quietly leak out the bottom — and you have no way to tell the genuinely worked leads from the ones that were just cleared. Worse, the moment someone leaves, whatever care they took walks out the door with them, because the standard lived in a person, not in the system.

What we built

"Done" has to be proven.

We built a system that treats every "Mark done" as a claim to be checked — against the records no one can game: the phone and the booking calendar. It checks the claim, then either closes it for good, puts it back on the board, or flags it for a person — and it keeps re-checking on its own, around the clock, so a lead can't be quietly closed and forgotten. The design is deliberately skeptical — not of an outside attacker, but of busy people under pressure — and built to survive staff turnover.

"Mark done" is just a claim

The click is the start of a check, not the end of the work. Nothing closes on someone's word alone.

Checked against the real records

Proof means a real, connected call, an actual booking on the calendar, or a clear opt-out — checked against the records no one can fake.

Re-checks itself, around the clock

The system keeps re-running the checks on its own — so a lead can't be quietly closed and left forgotten.

Close it, reopen it, or flag it

Proof closes the task for good. No proof puts it back on the board. Odd cases get flagged for a person — nothing slips through silently.

Built to survive turnover

The standard lives in the system, not in a person. Quality doesn't walk out the door when a coordinator does.

Turned on safely, in stages

It rolls out behind a safety switch. You watch it prove itself on live data — just watching, changing nothing — before it's ever allowed to change an outcome.

lead integrity · claim → check → outcome
Step 1 · the claim
Someone clicks "Mark done"
Treated as a claim about what really happened — held, not trusted, until it's checked.
check against the real records →
Proof A
Real connected call
Proof B
A real booking
Proof C
Genuine opt-out
→ one of three outcomes
Proof found
Closed for good
The work really happened. Done.
No proof
Back on the board
The follow-up still owes the patient a real contact.
Odd case
Flagged for a person
Surfaced for a human, never dropped on the floor.
The system re-checks every claim on its own, around the clock — against records no one can fake.
Why it matters
We can build trust into the system itself, instead of leaving it to staff discipline — where "done" means provably done, checked against records that can't be faked.

Most "the board is clean" claims can't be checked. This makes them real: numbers you can believe, because closes are checked against the phone and the booking calendar instead of taken on someone's word; quality that survives turnover, because the standard lives in the system; and a rollout you can trust, because it watches live data and proves itself before it's ever allowed to change an outcome. It's built to be skeptical of the people running a system under pressure — exactly the trust layer a practice needs before it relies on its own dashboards.

3
proofs no one can fake
3
ways a lead ends up · closed, reopened, or flagged
0
leads quietly closed without proof
Live
running on real data since June 2026
Work with me

Want a dashboard you can actually trust?

This is the kind of integrity layer we build with practices — verified against your own systems, owned by you, rolled out behind a safety switch. Let's find your biggest win.